Third Party Application Setup and Administration

 

The general setup needed to support third party application integration with MoversSuite involves the settings listed below. Refer to specific setup areas for detailed information.

 

Setup Area

Interface

Description

Account Setup

SIRVA

Accounts referenced by SIRVA STS need to be added and the correct number set within the Account # field.  Refer to National Account Setting for SIRVA for more information.

Address Location Type Setup

Atlas SUDS

EasyDPS

IGC Software

SIRVA

Q2G

External code values must be entered and match exactly to what is expected by an external interface.  The address type must match an external code within the External Interface Mapping of this setup to avoid errors when exchanging address data with SIRVA (SIRVA STS Integration).

Agent Setup

Agent API

IGC Software

SIRVA

Agent records must be established for the appropriate van line.  MoversSuite will automatically add an agent of a van line if no record exists. 

Auto Class Setup

UniGroup

Define class elements assigned to auto shipments. 

Auto Make Setup

SIRVA

External codes supplied by third party interfaces must be established as Auto Make records in order for auto shipment data to transfer without error.

Branch Setup

Atlas

IGC Software

SIRVA

TechMate

IGC requires that the each branch record have the correct Agent and Van Line.  Additionally, the van line must link to the correct IGC Van Line Code (see IGC Van Line Codes Setup).

Carrier Setup (Military/Government)

EasyDPS

Verify that needed carriers are defined with the SCAC supported by EasyDPS.

Claim Damage Type Setup

UniGroup

Claim damage types referenced by third party applications must be setup with correct external code references in the Van Line Code field this setup.

Claim Denial Code Setup

UniGroup

Claim denial types referenced by third party applications must be setup with correct external code references in the Van Line Code field this setup.

Commodity Detail Setup

Atlas

Referenced by the Atlas SUDS Order Upload process. See for Atlas Integration Setup and Administration details on the reference.

Commodity Type Setup

Atlas

EasyDPS

SIRVA

 

Associate commodity codes specified within MoversSuite to commodity codes required by the third party.

The following setup areas specifically reference this setup:

Atlas Integration Initial Setup

SIRVA STS Integration

UniGroup Download Setup and Administration

UniGroup Upload Setup and Administration

 

Generic Import Setup

All

Import statement data directly into Payment Management from external applications.

Global System Option

Atlas

Avalara

Dynamics GP

Crew Punch

SharePoint

TransDocs

 

Set the values needed for Document Management and TransDocs as well as those needed for Microsoft Dynamics GP.

IGC Setup

IGC Software

 

References to IGC databases for each branch must be defined. 

IGC Van Line Codes Setup

IGC Software

 

Van lines must be linked to appropriate IGC codes.  The van lines must also be set for each branch (see Branch Setup).

Haul Mode Setup

Atlas

Referenced by the Atlas SUDS Order Upload process. See for Atlas Integration Setup and Administration details on the reference.

Lead Type Setup

IGC Software

Third party applications that import estimates into MoversSuite may require particular lead types. 

Material Type Setup

EasyDPS

IGC Software

SIRVA

UniGroup

TechMate

Container, packing, and unpacking units associated with revenue will need to be linked to appropriate item codes. 

The order in which the material records display is critical to a successful data exchange with IGC Software; material types must match and be in the correct sort order or errors will be encountered.

UniGroup relies on specific carton codes that are defined beginning with the item codes.  See UniGroup Upload Setup and Administration for more information.

Move Type Setup

SIRVA

External codes supplied by third party interfaces will need to be defined and associated with MoversSuite move type records. 

Note Type Setup

Atals

EasyDPS

IGC Software

SIRVA

UniGroup

TechMate

Van line codes used by third party applications will need to be mapped to particular Van Line Codes and Note Types.

Order Archive

All

Use this tool to free up Order Numbers in MoversSuite.

Order Number Setup

SIRVA

Order Numbers format definitions must be associated to all van lines that will be involved with data exchange with MoversSuite.

Pass Thru Connector Setup and Administration

All

Create a poller to monitors a queue through the API service handle request from local clients to upload orders through MoversConnect.

Payment Method Type Setup

SIRVA

UniGroup

External codes supplied by third party interfaces will need to be defined and linked to MoversSuite payment method records.

These setup values are needed by UniGroup Quote to Go.

Payment Type Setup

SIRVA

UniGroup

External codes supplied by third party interfaces will need to be defined and linked to MoversSuite payment type records.

Personnel Setup

IGC Software

SIRVA

UniGroup

TechMate

Employees associated to move roles (Coordinator, Salesperson, OA Surveyor, Revenue Clerk, etc.) must be defined and be linked by identification numbers through external codes for each interface within the Personnel Interface Mapping. 

 

Point of Service Setup

UniGroup

Define Point of Service values needed for line items on an EDI invoice imported from the UniGroup Rating Send (UniGroup Downloads) and through the Point of Service field in Add Revenue Item.

Product Code Setup

SIRVA

External codes supplied by third party interfaces will need to be defined and linked to MoversSuite product code records.

Product Type Setup

SIRVA

External codes supplied by third party interfaces will need to be defined and linked to MoversSuite product type records.

Queue Service Setup

All

Define the location of message files processed through the MoversSuite queuing service with this setup.

Queue Service Server Setup

All

Establish specific server instances for each process supported by MoversSuite queueing services.

Rate Plan Setup

SIRVA

External codes associated for rating and pricing referenced by third party applications will need to be set within the Van Line Code field, mapping it to a MoversSuite rate plan.

Rate Type Setup

Suddath

Set the external codes to identify services for the third-party applications.

Security Profile Setup

SIRVA

To access the Third Party Interface Order Monitor, the Order Information module must be assigned to personnel (through Security Profile) for the appropriate branch.  Note: Any Access Type will work.

Service Code (Accounting) Setup

SIRVA

Atlas

Define distribution codes needed for statement imports.

Service Type Setup

UniGroup

Set external codes used to identify services by third party applications.

Shipment Status Setup

Atlas

SIRVA

UniGroup

Link Shipment Status records to codes supported by the various interfaces.

Shipment Type Setup

SIRVA

UniGroup

External codes supplied by third party applications will need to map to a MoversSuite shipment type.

Standard XML Pipeline Setup and Administration

All

This setup information is documented specifically under many integrations, such as SIRVA and UniGroup. Your company can also use the Standard XML Pipeline for other external applications as well.

Statement Payment Code Setup

Atlas

SIRVA

UniGroup

Use this setup to link pre-defined Payment Code in MoversSuite to those supported by various interfaces. 

Storage Requirement Setup

UniGroup

Set external codes used to identify warehouses by third party applications.

Transportation Mode Setup

UniGroup

Set external codes used to identify transportation modes in use by third party applications.

UniGroup Quotes to Go Setup and Administration

UniGroup

Define the data needed to support uploads and downloads from the UniGroup Quotes to Go system.

Valuation Setup

SIRVA

External codes supplied by third party interfaces will need to be defined for each van line in use and be associated to MoversSuite valuation records.

Van Line Setup

All

Verify that all van lines referenced by third party applications are established here. 

XML Interface Setup

All

Link supported interfaces to MoversSuite orders through external codes and mapped branches.

XML Item Code Setup

IGC Software

SIRVA

TechMate

Define needed records that map an interface and XML Item Code values to MoversSuite Item Codes or Material Types.

XML System Setup

All

Define systems, system options, and data type mappings for supported interfaces within this setup.

Define systems used by an interface along with needed system options and corresponding values.

 

 

Technical Note

One-time table setup includes the following.  Consult with a MoversSuite Support professional prior to making modifications to these tables.

CountryCodeStandard

VanLineCodes

XmlExternalInterfaceVanlineMap

XmlSystem

XmlValuationVanLineCodeMap

 

 

       

RELATED TOPICS:

Agent API Setup

Atlas Integration Setup and Administration

EasyDPS Integration Setup and Administration

IGC Software Integration Setup and Administration

MoversConnect

MoversSuite API Service

Order Archive

Crew Punch Integration Setup

SIRVA QLAB Integration Setup and Administration

SIRVA STS Integration Setup and Administration

TechMate Integration Setup

TransDocs Integration Setup

UniGroup Download Setup and Administration

UniGroup Upload Setup and Administration

VendorConnect